WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Nippon India Vision Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1840 Cr | ₹6177 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Dec 2023 | 08 Oct 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
Turn Over | % | 74% |
Expense Ratio | 2.04 | 1.96 |
Manager | Ramesh Mantri | Amar Kalkundrikar |
ISIN Code | INF03VN01837 | INF204K01406 |
Exits Load | WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 0.91% | -0.26% |
6 Month | 16.62% | 12.85% |
1 Year | 2.74% | 0.23% |
3 Year | - | 21.76% |
5 Year | - | 23.32% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 2.96% | 2.9% |
1 Year | 15.42% | 14.11% |
3 Year | - | 19.53% |
5 Year | - | 19.17% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 8.56% | 17.28% |
3 Year | - | 15.68% |
5 Year | - | 14.86% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 12.96% |
Sharp | - | 1.04% |
Beta | - | 0.97% |
Alpha | - | 4.87% |
Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Ramesh Mantri | Amar Kalkundrikar |
Total AUM | ₹0 Cr | ₹19671 Cr |
Funds Managed | 10 | 4 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 15.15 | 7.58 |
Large Cap | 44.15 | 54.87 |
Mid Cap | 35.09 | 37.36 |
Small Cap | 5.61 | 0.19 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 7.94 | 3.35 |
Communication Services | 5.21 | 3.35 |
Energy | 3.89 | 5.68 |
Industrials | 10.71 | 14 |
Technology | 8.16 | 11.25 |
Basic Materials | 5.08 | 7.62 |
Financial Services | 30.49 | 23 |
Healthcare | 9.01 | 4.73 |
Real Estate | 3.72 | 1.8 |
Consumer Cyclical | 11.44 | 16.78 |
Consumer Defensive | 3.63 | 5.37 |
Utilities | 0.71 | 3.07 |
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